Portfolio Specialist
3 days ago
We are seeking an experienced Portfolio Specialist to join our team at Titan Wealth Holdings Limited. As a key member of our investment team, you will be responsible for managing clients' investments, providing investment advice, and ensuring that all transactions are conducted in accordance with our firm's Asset Allocation process and Outliers reporting.
Key Responsibilities- Develop and implement investment strategies to meet clients' objectives within their declared risk profile.
- Provide investment advice to clients, potential clients, and introducers of clients to develop business in accordance with strategic and financial objectives.
- Maintain compliance with the honesty and integrity, training and competence, and financial soundness requirements of the FIT and Proper Test for Approved Person (FIT) and all Principles applying to approved persons in the Statements of Principle and Code of Practice for Approved Persons (APER).
- 5+ years' experience in Portfolio Management or equivalent within an Asset Management firm.
- In-depth understanding of equity, fixed income, and alternative assets.
- CFA/CAIA qualification is advantageous.
Salary Information
$150,000 - $220,000 per annum, depending on experience.
About Our CompanyTitan Wealth Holdings Limited is a leading wealth and asset management business that provides innovative solutions to universal wealth and asset management needs. We are committed to fostering an inclusive and equitable environment for everyone who works with us.
We offer a range of benefits, including competitive salary, hybrid working, 25 days annual leave, private medical insurance, Group life insurance, and income protection insurance. We also provide further education and training support, discretionary performance-related bonus, Confidential Employee Assistance Programme, and 2 days per year for voluntary work.
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